Goldrock is a trusted adviser to high net worth families, providing family office services that support the management of financial affairs and investments. They emphasize wealth preservation and long-term asset growth.

Goldrock

Investment Management

Definitely Uncertain: The Private Wealth Podcast

Goldrock | 1,137 followers on LinkedIn. A full service multi-family office with a sophisticated international client base. | Goldrock is a trusted family office advisory firm - assisting significant families in the management of their affairs and financial assets. Goldrock understands the importance of wealth preservation and risk mitigation, and has first-hand experience managing significant family events and milestones. We are strong believers that asset allocation is the key driver to investment returns.

Daniel Goldman

Senior Client Advisor at Goldrock

Kory Bardash

Attorney

Mireet Wolf

Office Administrator/Client Services GOLDROCK CAPITAL

Karen Aizenshtat

I’m #hiring . Know anyone who might be interested? 👋😊

David Ram

In our recent episode of the Definitely Uncertain: The Private Wealth Podcast , we speak with Ophir Zilbiger , Head of Cyber Security at BDO Israel, how HNW families and organizations can manage their cyber security risks. Among other issues, Ophir discusses how HNW families can take a few steps to protect themselves from cybersecurity threats. Based largely on NIST (National Institute of Standards and Technology) guidelines which provides an array of best practices for cybersecurity: · Identify: Understand and manage cybersecurity risks · Protect: Implement safeguards to secure critical services · Detect: Identify cybersecurity events in real-time · Respond: Mitigate and manage detected incidents · Recover: Restore and strengthen affected systems Link to full episode in first comment▶️ #cybersecurity #phishingattacks #NIST

Important post by David Ram on the importance of a manager "having skin in the game" in order to align interests with investors. #alternativeinvesting #privatecredit

Catch our latest episode with leading Citi investment professionals, jashpal gulliani and Guillaume Menuet , where we discuss global asset allocation, equity & fixed income markets, portfolio construction in light of geopolitical uncertainty, and more. GLOBAL ASSET ALLOCATION Maintaining a global asset allocation is crucial despite outperformance of the S&P 500, which is heavily weighted toward U.S. (tech) equities. Diversifying internationally can help mitigate the risks associated with high U.S. valuations, providing exposure to markets that may offer compelling growth prospects at more attractive prices. A well-rounded global portfolio can enhance returns and reduce volatility over the long term, capitalizing on opportunities across different economic cycles and regions. Link to full episode in first comment▶️ As the global economy has entered a phase of growth and normalization, Citi believes that despite less than ideal market conditions, they see a variety of opportunities to seek returns and mitigate risks. EQUITY When assessing the equity risk premium, we focus on the excess returns above the risk-free rate. We also examine how to evaluate current portfolio positioning to achieve a robust return with comparatively low risk. FIXED INCOME Typically, the US economy would have experienced a recession following the inversion of the yield curve. However, the strength of corporate balance sheets, robust market issuance, strong debt service capabilities, and the extension of debt maturities have enabled investment-grade corporate bonds to perform exceptionally well. GEOPOLITICAL UNCERTAINTY The impact of geopolitical uncertainty on portfolio construction is typically limited. It is rare for global events to affect the markets for more than a few weeks. Historical data shows that markets often rebound quickly once initial shocks subside. Therefore, maintaining a diversified and well-balanced portfolio can help mitigate short-term volatility and capitalize on long-term growth opportunities. Jashpal Gulliani is a Director & Senior PM at Citi Investment Mgmt. He is responsible for Portfolio Construction and Risk Management for the Fixed Income and Balanced portfolios. Guillaume Menuet is the Head of EMEA Investment Strategy & Economics for Citi Global Wealth Investments.

Insightful comment by Goldrock 's founding partner, Daniel Goldman , on the importance of independence when identifying the most suitable multi-family office for your family.

With increased expectations of Aliya, it is crucial to understand the complex tax implications for U.S. citizens and stay informed about the significant changes to Israel's tax laws affecting new immigrants and returning citizens. Our latest podcast features Fred Kahn , Managing Partner & CEO of Phil Stein & Associates, a premier U.S. tax accounting firm based in Israel. Fred provides expert guidance on navigating these new regulations effectively. Topics covered include changes to the 10-year tax holiday, common income tax reduction scenarios, and continued employment with a U.S. employer. Link to full episode in first comment▶️

Goldrock 's Dani Schijveschuurder, CFA writes that despite the recent outperformance of US stocks, global diversification remains crucial to mitigate risks and ensure long-term financial stability. Historical market cycles demonstrate the dangers of relying solely on one market, reinforcing the need for a diversified portfolio to protect against unexpected downturns and achieve sustainable returns.

Israel's national security has never been more challenged from external threats. Clearly Israel has got to defend itself against those threats. However the long term stability of the country and its national security also depends on a robust, advanced and sustainable economy. Our government has tough decisions to make that will affect us for a generation, both on the military and the economic side. These are not issues that can wait until after the war, particularly as we can't really know when that will be.

Beatie Deutsch 🏃♀️ is the Israeli marathon national champion. As a mother of five young children, she has learned to apply her training to the real marathon of life. Beatie took up running just seven years ago and is now training as an elite athlete, representing Israel on the international stage. More than anything else, her journey has empowered her to dream big and keep reaching higher. Link to full episode in first comment▶️

Join us for an in-depth analysis of the current state of affairs with Michael Oren , former Israeli Ambassador to the US. After his time in DC, Oren served as a MK and Deputy Minister of Diplomacy in the Prime Minister’s Office. He has authored several NY Times bestsellers including Six Days of War, Ally: My Journey Across the American-Israel Divide and Power, Faith, and Fantasy and is the founder of Israel Advocacy Group. Ambassador Oren's latest writing can be found on his Substack, Clarity. https://lnkd.in/d3qzz4JV

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